Has your client moved to a new company? No problem, you can update this in the CRM simply by moving your contact.
Here’s what happens when you take this action:
- All working data including Jobs, Applications, Timesheets, Placements will be transferred to another Contact inside the old company ✔️
- If the old contact is an approver inside Timetemp, a message will also be sent from TimeTemp to inform the new Contact (Approver) of the change ✔️
- If the contact is linked to a candidate, the job history of the Candidate will be updated with the new company information as well ✔️
OK - ready to action? 👍🏼
Step 1: Select the Contact and click on ‘Move to new company’ in the actions list.
Step 2: Search for the new company
Simply search the name of the company in the search field and update the fields if applicable.
🔥*Please Note that the new company should already exist in Vincere so if it’s a brand new company, make sure you create the Company first before you do this.
Step 3: Reassign responsibilities
This is where you choose a Contact to assign responsibility to. All working data including Jobs, Applications, Timesheets, Placements will be transferred to this selected Contact inside the old company.
Better get movin' 👋